New in Caseware Cloud Engagements 2026-07

The 2026-07 release introduces enhancements to Caseware Cloud Engagements, including non-annual reporting periods, additional grouping structures in Cloud Connector and more.

Each feature in this release is marked with an availability badge. Use the legend below to understand what applies to you and whether any action is required.

End-user features

Support non-annual reporting periods in Cloud Connector

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The Cloud Connector adds support for non-annual reporting periods. This feature lets you pull a specific reporting period’s balances into Excel for comparative analysis in an interim engagement (quarterly, semi-annual or monthly). Examples of specific reporting period balances are:

• period's year-to-date

• isolated period movement

• prior-year equivalents

You can build Excel templates for interim reporting and your users can reuse them when an engagement is carried forward.

Limitation:

• Does not work with Budget (revised and initial) tax balances.

To learn more about Cloud Connector, see Insert data using the Cloud Connector pane and List of Cloud Connector functions.

Support additional grouping structures in Cloud Connector

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Cloud Connector now supports the financial grouping structures that you can create at each level (up to 10 per level). Within Cloud Connector, this feature lets you:

• See each grouping structure by its name, rather than its identifier, in the right pane.

• Select any of your grouping structures.

• Preserve your group and account assignments through the sync.

When you open the right pane, the primary (default) grouping structure is selected.

To learn more about Cloud Connector, see Insert data using the Cloud Connector pane and List of Cloud Connector functions.

Open or download linked Office files from Excel

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Microsoft Office documents in the engagement file can now be linked from Cloud Connector in Excel. You can select Office documents from the hyperlink tab. Selecting a hyperlink to an Office document opens a new browser tab and a dialog that prompts you to open the file or download it. These Office documents can be from any part of the engagement.

To learn more about Cloud Connector, see Insert data using the Cloud Connector pane and List of Cloud Connector functions.

Select any enabled grouping structure in a dynamic table

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The Financial Grouping dropdown in a dynamic table now shows all enabled financial grouping structures. When you edit a dynamic table, you can select any enabled grouping structure from the dropdown to assign the correct structure to your accounts and retrieve accurate balances for financial reporting. Only enabled grouping structures appear; disabled or unconfigured structures are not listed.

To learn more about dynamic tables, see Manage dynamic table rows, columns and visibility. For financial grouping structures, see Financial grouping structures.

Apply balance overrides across grouping structures in a dynamic table

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You can now apply balance overrides to the new financial grouping structures in a dynamic table. When you apply a balance override to a group or account, the override applies to the grouping structure currently set for that dynamic table. Each grouping structure keeps its own independent override values and does not affect the same account under a different structure.

To learn more about dynamic tables, see Manage dynamic table rows, columns and visibility.

For financial grouping structures, see Financial grouping structures.

Add dimensions of all levels to author-created dimension categories

#endusers

You can now add dimensions of all levels to a dimension category from the Engagement Settings, under Features | Dimensions. Previously, you could only add child dimensions (level 2 and 3) to author-created dimension categories. Adding a top-level (level 1) dimension was not available.

To learn more about dimensions, see Add dimensions and Set up and import a trial balance containing dimensions.

Retain signoffs in a destination engagement after unlinking from Central Planning

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When you unlink an engagement from Central Planning, the signoffs that were synced during central planning are now retained on the previously planned documents, including Prepared or Reviewed by approvals. Previously, once an engagement was no longer a central planning destination, those synced signoffs stopped showing, because their signoff scheme was treated as having no associated roles.

To learn more, see Get started with central planning.

See a warning when moving centrally planned documents into user-created folders

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A warning now appears when you move a centrally planned document from a source engagement to a user-created folder. The warning is to advise you that the system cannot determine whether the target folder exists in the destination engagements and the documents may appear as Uncategorized there.

To learn more, see Get started with central planning.

Control variance signs for credit and debit accounts

#endusers

You can now choose how positive and negative variance amounts appear for debit and credit accounts in the preliminary analytical review and on the Data page. Previously, some account increases looked negative because the system didn’t consider whether the account normally has a debit or credit balance. A new setting in the variance selector lets you choose a variance sign that makes those movements easier to understand.

The variance sign options are:

• Absolute Variances

• Ignore Credit/Debit

• Follow Credit/Debit

Select Variances from Column types on the Data page:

Select variance options:

To learn more about viewing trial balance data, see View the client's trial balance data.

Run additional journal entry tests alongside Journal Entry Relevance Ranking (JERR)

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When Journal Entry Relevance Ranking (JERR) is enabled, you can now run additional journal entry tests in the same workflow, alongside the predefined JERR analytic set, standalone sampling and subledger analytics. This lets you build a more complete journal entry analysis in one engagement, without running additional tests separately.

Firm and enterprise authors map the additional tests to procedures from the Attach analytics dialog, which now presents all available analytics in a single searchable list. Tests that contribute to the JERR relevance ranking are clearly distinguished from those that do not.

In the Analytics Hub, you can run JERR, additional journal entry tests, subledger analytics and sampling analytics from one place, grouped under Journal Entry Relevance Ranking and No relevance ranking. The aggregated results include both JERR and non-JERR journal entry tests, with relevance ranking tests marked separately. Additional journal entry tests do not contribute to or change the JERR relevance ranking. The existing ranking calculation is preserved.

To learn more about running tests in the Analytics Hub, see:

Manage analytic tests in the Analytics Hub

Journal Entry Relevance Ranking

View and manage aggregated analytic test results

Run General Ledger Completeness on internal consolidated entities

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You can now run General Ledger Completeness on internal consolidated entities, in addition to parent entities. This lets you validate general ledger completeness across your internal consolidation structures in the same engagement.

When you run General Ledger Completeness on an internal consolidated entity, the results are calculated based on that entity's consolidated structure. The interface clearly indicates when a check is run on an internal consolidated entity, so you always have the entity context for each result.

General Ledger Completeness continues to work the same way for parent entities, with no change for firms that do not use internal consolidation.

To learn more about General Ledger Completeness, see Assess General Ledger Completeness.

Recycled engagements in Sherlock

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When you move an engagement to the Recycle Bin in Collaborate, Sherlock now identifies the engagement as Recycled on the Processing Messages page. This helps you see which engagements have been recycled when you review engagement extraction activities.

To learn more about recycling engagements in Sherlock, see Firm settings – Sherlock Starter.

Resolved issues

A brief description of resolved issues in this release:

• Modifications are lost when external documents, such as an Excel spreadsheet, are renamed or replaced when they are open.

• Saved trial balance views for dimensions do not retain the selected columns. When reloading a saved view, the column selections revert to defaults instead of preserving your customizations.

• Clicking the Slim Export button in an Enterprise Author risk library results in a console error and no file is downloaded.

• Tabular Excel exports contain multiple formatting and layout issues, including numbers rendered as text (breaking Excel formulas), incorrect column headers on consolidated reports, and misplaced journal entry descriptions.

• In consolidated engagements, group subtotals for intercompany standard positions do not incorporate intercompany elimination entries, causing the consolidated balance sheet to be overstated.

• In non-English languages, parts of the Analytics Hub display in English text: the filter interface (including the and and or operators and the Entered By field), the Aggregated Results column selector. Help links also open English documentation and redirect you to the Welcome page when the language is changed.

• The French translation of the Analytics Hub page incorrectly uses "une" instead of "un".

• Sampling returns an error and cannot compute results when Journal Entry view is enabled, for both manually entered sample sizes and the sample size calculator.

• Gap Detection tests, such as Date Gaps and Document Number Gaps, display their results as "transactions flagged," even though these tests return gap periods, not flagged transactions.

• Several analytic tests and the sampling module contain inaccurate descriptions, labels and tooltips.